Loan Processing & Client Liaison Specialist

D2B; United States; Remote; USD 11,000 - 13,000; Full time

Job summary

D2B is seeking a Loan Processing & Client Liaison Specialist for a remote, full-time position based in the Philippines. You will manage loan lodgement and post-submission activities within an Australian mortgage broker environment.

As you grow, you will take on credit analysis support and liaise with lenders, conveyancers, and clients to keep deals moving toward settlement. The role offers mentorship, stability, and an opportunity to build end-to-end deal flow expertise.

Qualifications

• Demonstrated experience in home loan submissions to multiple Australian lenders
• Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
• Prior experience inside an Australian mortgage broker or aggregator environment
• Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
• Excellent written and spoken English — warm, professional, and client-ready
• Highly organised, self-directed, and reliable under time pressure

Responsibilities

• Data entry into Infynity / Metanoia and Apply Online
• Prepare and manage electronic signing of all application forms
• Submit completed loan applications to lenders
• Chase clients for outstanding documents and ensure application completeness
• Track all active applications and proactively monitor lender progress
• Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
• Keep clients informed throughout — application status, lender feedback, next steps
• Liaise with conveyancers/solicitors and lenders’ settlements teams
• Carry deals through to settlement
• Deal with Post-Settlement Enquiries
• Handle inbound client enquiries professionally, with clear and warm English
• Keep client interaction alive with timely outbound follow-ups
• Support the director with callbacks to existing and prospective clients
• Phase 2 – Expanded Responsibilities (Credit Support):
• As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations
• Review and relabel client documents (payslips, tax returns, statements, liabilities)
• Identify gaps, inconsistencies, or red flags before submission
• Add relevant client data into the Fact-Find
• Run serviceability calculations independently
• Support the para-broker in producing faster, higher-volume outcomes

Skills

Loan processing

English communication

Organization

Time management

Tools

Infynity

Metanoia

Apply Online

Job description

Position: Loan Processing & Client Liaison Specialist

Salary: ₱60,000 – ₱75,000/month

Working Hours & Conditions: Aligned with Australian hours; full-time - remote

OVERVIEW:

We are a growing Australian mortgage broking business looking for a skilled, motivated professional based in the Philippines to join our tight-knit team of three. This is a genuine career-building opportunity — not a general VA role.

You will start by owning our loan lodgement and post-submission pipeline (currently managed by our loan processor), then progressively take on credit analysis and scenario assessment support (currently managed by our para-broker). Over time, the right person will become integral to our end-to-end deal flow.

We are looking for someone with direct experience inside an Australian mortgage broker office. You must understand how home loan submissions work — not in theory, but in practice.

RESPONSIBILITIES:

• Phase 1 – Core Responsibilities (Loan Processing):

  • Application Lodgement & Management:

    • Data entry into Infynity / Metanoia and Apply Online
    • Prepare and manage electronic signing of all application forms
    • Submit completed loan applications to lenders
    • Chase clients for outstanding documents and ensure application completeness

  • Post-Submission & Progress Monitoring

    • Track all active applications and proactively monitor lender progress
    • Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
    • Keep clients informed throughout — application status, lender feedback, next steps
    • Liaise with conveyancers/solicitors and lenders’ settlements teams
    • Carry deals through to settlement
    • Deal with Post-Settlement Enquiries

  • Client Communication:

    • Handle inbound client enquiries professionally, with clear and warm English
    • Keep client interaction alive with timely outbound follow-ups
    • Support the director with callbacks to existing and prospective clients

• Phase 2 – Expanded Responsibilities (Credit Support):

  • As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations:

    • Review and relabel client documents (payslips, tax returns, statements, liabilities)
    • Identify gaps, inconsistencies, or red flags before submission
    • Add relevant client data into the Fact-Find
    • Run serviceability calculations independently
    • Support the para-broker in producing faster, higher-volume outcomes

QUALIFICATIONS:

• Essential (Required):

  • Demonstrated experience in home loan submissions to multiple Australian lenders
  • Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
  • Prior experience inside an Australian mortgage broker or aggregator environment
  • Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
  • Excellent written and spoken English — warm, professional, and client-ready
  • Highly organised, self-directed, and reliable under time pressure

• Highly Regarded (Not-Required):

  • Experience reviewing and assessing financial documents (payslips, tax returns, BAS, liabilities)
  • Exposure to serviceability calculators across multiple lenders
  • Familiarity with MIR management and lender settlement processes
  • Aspiration to grow into a credit analyst or para-broker equivalent role

WHAT WE OFFER:

• A clearly defined growth pathway — from loan processing into credit analysis
• Direct mentorship from our senior para-broker and director
• Stable, full-time remote employment with a committed Australian business
• A supportive, no-nonsense team culture where results are recognised
• Long-term opportunity for the right person who wants to genuinely build expertise in Australian mortgage broking